Reviews

Okay

I highly recommend Peter Lennington for estate planning. He provided a comprehensive and collaborative assessment of our needs, and then he customized a will, power of attorney, revocable living trust, and a special needs trust for our disabled adult child. He walked us through the pros and cons of our options in simple terms and examples when the concepts were unfamiliar to us. He could also switch seamlessly to more advanced technical details of tax implications and practical issues that might affect our heirs. He helped transfer assets to fund the trust and gave us straightforward how-to support for transferring assets in the future. His rate was reasonable, and his post-planning support has been terrific. We asked follow-up questions four months after we had all the documents, and he responded the same day with thorough, spot-on answers. He's pleasant and personable. We recommend him without reservation.

Peter handled my mother's estate planning, and I sat in on some of those meetings. I was so impressed with Peter and the whole process that when it came time to do my own planning, choosing a lawyer was a no-brainer. Peter is thorough, covers every possible hypothetical, and is a pleasure to work with.

Pete set up an Estate Planning Portfolio for me. He explained the components thoroughly and coached me through the process enabling me to make difficult decisions in a timely fashion with relative ease.